Tutorial 4-2: Enter Client Data

Modified on Thu, 19 Dec at 9:20 AM

TABLE OF CONTENTS

How do I Add Client Data?
Congratulations! You have completed this stage.

In this step, you will learn how to...
Enter Client Data into the Client Account

For Further Help:What is a Client Account?

Note: Before you can enter Client Data, you need to have completed the tutorial section Tutorial: 4-1 Add client accounts.

Now we begin to enter all Linda's details into her client account. We will complete some of the pages for practice, and you can add more if you like for further practice.

Navigation: Clients > Click on the client name to access their account

Find clients in your pet sitting software

How do I Add Client Data?

Step 1: Add Main Contact and Alternate/Spouse Information

Scenario: Having set up her first client – Linda Macauley with dog Sammy – Tammy now needs to enter some client data into her record.

You will see that the information you entered on the previous screen when you added a new client record has been placed in the correct fields.

Enter the following into the "Main Contact"

Email: "[email protected]"
Home Phone: "904 616 8542"
Mobile Phone: "528 354 2854"
Address Line 1: "8245 April Street"
Address Town: "Jacksonville"
Address State: "Florida"
Address Zipcode: "FL 32244"

Click "Update" to save.

Learn how to add client data to a client account in dog walking software

Next we enter a "Spouse / Alternative Contact", in this case, Linda's husband, Elliot.

Enter the following into the "Spouse / Alternative Contact"

First Name: "Elliot"
Last Name: "Macauley"
Email: "[email protected]"
Home Phone: "904 616 8542"
Mobile Phone: "528 354 8978"
Address Line 1: "8245 April Street"
Address Town: "Jacksonville"
Address State: "Florida"
Address Zipcode: "FL 32244"

Click "Update" to save.

Note: Tammy has checked the box to "CC Emails to this address" so that Elliot will receive a copy of all emails from Pet Sitter Plus.

Learn how to add Alternative / Spouse Contact on Pet Sitting Software

Step 2: Update Emergency Contact Information

Next we enter an "Emergency Contact", in this case, Linda's aunt, Joy.

Learn how to add an Emergency contact in a client record in pet sitting software

Enter the following into "Emergency Contact 1":

First Name: "Joy"
Last Name: "Holbrook"
Relationship to you?: Choose "Relative" from the dropdown
Email: "[email protected]"
Home Phone: "904 346 9584"
Address Line 1: "9 Cherry St"
Address Town: "Jacksonville"
Address State: "Florida"
Address Zipcode: "FL 90334"
Joy has a key to the house so switch the option for "Does this contact hold a key to your home?" to: "ON"

Click "Update" to save.

Learn how to enter Emergency Contact details to a Client Account to Pet Sitter Software

Step 3: Update Access to Property

Next we enter some "Access to Property" information, in this case, the alarm code.

Enter the following:

Alarm Instructions: "3456 set" "3456 to unset"

Click "Update" to save.

Note: If you wish to you could include any photos the client has provided or you took at their property.

Learn how to add access to property on a client account on pet sitting software

Step 4: Enter Visit Routine Information

Next we enter some "Visit Routine" information, in this case, general visit instructions and food locations.

Enter the following:

Visit Routine: "Dogs to be kept in kitchen with gate shut"
Feeding: "Pet food and treats in cupboard under kitchen sink"

Click "Update" to save.

Note: You will be able to enter more specific routine information on the Pet page for each individual pet. Also, if you wish to you could include any photos the client has provided or you took at their property.

Learn how to add a visit routine onto a client account on pet sitting software

Step 5: Enter Locations Information

Next we enter some "Locations" information, which can help a sitter to locate items within the client's home to save time.

Enter the following:

Breaker Box: "Basement"
Cleaning Supplies: "In laundry under sink"
Leash(s): "Rear hallway"

Click "Update" to save.

Note: If you wish to you could include any photos the client has provided or you took at their property.

Learn how to add locations onto a client account for pet sitting software

Congratulations! You have completed this stage.

To move forward to the next step, click the link below and then choose the next step:

Tutorial: 4-3 Add Invoice Types.